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M & L Capital Management’s Vertiv VRT Stock Holding History

M & L Capital Management’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$27.1M Buy
112,250
+75,150
+203% +$20.5M 5.62% 10
2026
Q2 		$12.4M Buy
37,100
+10,200
+38% +$3.23M 3.36% 11
2026
Q1 		$6.74M Buy
26,900
+12,200
+83% +$2.71M 1.66% 11
2025
Q4 		$2.38M Buy
+14,700
New +$2.55M 0.5% 18

Other funds holding VRT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

M & L Capital Management's VRT Position: Q3 2026 in Review

M & L Capital Management increased its Vertiv (VRT) stake by 203% in Q3 2026, buying an estimated $20.5M and bringing the position to 112,250 shares worth $27.1M. The position accounts for 5.62% of the portfolio, ranked #10.

M & L Capital Management first reported a position in VRT in Q4 2025 and has held it in 4 quarters since. 1,590 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • M & L Capital Management held 112,250 shares of Vertiv worth $27.1M as of Q3 2026.
  • M & L Capital Management bought 75,150 Vertiv shares in Q3 2026, an estimated $20.5M.
  • Vertiv made up 5.62% of M & L Capital Management's portfolio in Q3 2026, its #10 holding.
  • M & L Capital Management first reported a position in Vertiv in Q4 2025 and has held it in 4 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on M & L Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.